SFM

Signet Financial Management Portfolio holdings

AUM $861M
1-Year Est. Return 17.15%
This Quarter Est. Return
1 Year Est. Return
+17.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$660M
AUM Growth
+$81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,476
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$2.18M
3
+$1.66M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.63M
5
TTE icon
TotalEnergies
TTE
+$1.62M

Top Sells

1
+$3.49M
2
+$1.92M
3
+$1.82M
4
MFC icon
Manulife Financial
MFC
+$1.78M
5
FSLR icon
First Solar
FSLR
+$1.71M

Sector Composition

1 Technology 13.31%
2 Healthcare 6.73%
3 Financials 6.2%
4 Industrials 5.29%
5 Consumer Discretionary 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$5K ﹤0.01%
+61
1152
$5K ﹤0.01%
+115
1153
$5K ﹤0.01%
+100
1154
$5K ﹤0.01%
+67
1155
$5K ﹤0.01%
+15
1156
$5K ﹤0.01%
+82
1157
$5K ﹤0.01%
+52
1158
$5K ﹤0.01%
+74
1159
$5K ﹤0.01%
+122
1160
$5K ﹤0.01%
+74
1161
$5K ﹤0.01%
+332
1162
$5K ﹤0.01%
+45
1163
$5K ﹤0.01%
+61
1164
$5K ﹤0.01%
+189
1165
$5K ﹤0.01%
+422
1166
$5K ﹤0.01%
+150
1167
$5K ﹤0.01%
+1,500
1168
$5K ﹤0.01%
+154
1169
$5K ﹤0.01%
+110
1170
$5K ﹤0.01%
+86
1171
$5K ﹤0.01%
+81
1172
$5K ﹤0.01%
+225
1173
$5K ﹤0.01%
+19
1174
$5K ﹤0.01%
+45
1175
$5K ﹤0.01%
+131
45 46
47
48 49